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Downshift Financial, LLC

SEC CIK
0002118380
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Mar 11, 2026. Long positions only.

Institution overview
Positions
68
No filing for Q3 2025
Portfolio value
$162.2M
No filing for Q3 2025
Filed
Mar 11, 2026
SEC

Downshift Financial, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Downshift Financial, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF750,046$20.0M12.3%–––
Schwab International Equity ETF808524805ETF673,329$17.1M10.5%–––
Schwab Intermediate-Term US Treasury ETF808524854ETF544,824$13.7M8.4%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF39,620$13.2M8.1%–––
Vanguard Morningstar Large-Cap ETF922908637ETF33,602$10.4M6.4%–––
Schwab U.S. Broad Market ETF808524102ETF399,432$10.4M6.4%–––
Vanguard Star FDS921909768VG TL INTL STK F92,969$7.37M4.5%–––
Schwab U.S. Mid-Cap ETF808524508ETF218,150$6.91M4.3%–––
Vanguard Scottsdale FDS92206C706INTER TERM TREAS107,387$6.44M4.0%–––
iShares Core MSCI Total International Stock ETF46432F834ETF55,423$4.93M3.0%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF55,594$4.43M2.7%–––
Schwab U.S. Small-Cap ETF808524607ETF145,214$4.34M2.7%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF73,221$3.43M2.1%–––
iShares Core S&P 500 ETF464287200ETF4,312$2.93M1.8%–––
SPDR Series Trust78464A672ST INTER ETF92,378$2.66M1.6%–––
Vanguard S&P 500 ETF922908363ETF4,263$2.65M1.6%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF8,957$2.63M1.6%–––
NVDANVIDIA CorpStock11,886$2.04M1.3%––History
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF27,128$1.65M1.0%–––
Vanguard Ftse Developed Markets ETF921943858ETF21,637$1.43M0.9%–––
Vanguard Morningstar Small-Cap ETF922908751ETF4,844$1.30M0.8%–––
Schwab US Aggregate Bond ETF808524839ETF52,523$1.23M0.8%–––
iShares Tr464287150CORE S&P TTL STK6,259$925.0K0.6%–––
SPDR Series Trust78468R101ST SHO TREAS ETF30,315$887.5K0.5%–––
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF16,406$819.6K0.5%–––
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX2,633$807.1K0.5%–––
Schwab Strategic Tr808524862SHT TM US TRES31,838$775.4K0.5%–––
Vanguard Ftse Emerging Markets ETF922042858ETF13,231$741.3K0.5%–––
Schwab US Tips ETF808524870ETF26,449$704.8K0.4%–––
AXPAmerican Express CoStock1,979$702.7K0.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF9,977$692.4K0.4%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,977$673.5K0.4%–––
Schwab Strategic Tr808524680LONG TERM US20,614$654.0K0.4%–––
iShares U.S. Treasury Bond ETF46429B267ETF28,000$644.9K0.4%–––
Schwab Fundamental International Equity ETF808524755ETF12,852$627.6K0.4%–––
BALLBALL CorpCOM9,265$615.4K0.4%––History
iShares Core S&P Small Cap ETF464287804ETF3,801$487.2K0.3%–––
Vanguard Information Technology ETF92204A702ETF684$483.5K0.3%–––
AAPLApple Inc.Stock1,711$472.5K0.3%––History
iShares Core MSCI Eafe ETF46432F842ETF4,989$467.3K0.3%–––
Schwab US Dividend Equity ETF808524797ETF15,019$464.0K0.3%–––
Vanguard World FD921910733ESG US STK ETF3,768$445.2K0.3%–––
MSFTMicrosoft CorpStock1,082$425.0K0.3%––History
LLYEli Lilly & CoStock411$419.1K0.3%––History
iShares MSCI Eafe ETF464287465ETF3,800$381.4K0.2%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,677$373.6K0.2%–––
Vanguard Index FDS922908652EXTEND MKT ETF1,734$364.4K0.2%–––
iShares Tr464288646ISHS 1-5YR INVS6,791$359.8K0.2%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF4,779$343.3K0.2%–––
Invesco QQQ Trust Series I46090E103ETF575$342.7K0.2%–––
Vanguard Morningstar Value ETF922908744ETF1,688$341.4K0.2%–––
NSCNorfolk Southern CorpStock1,057$324.3K0.2%––History
SPYSPDR S&P 500 ETF TrustETF476$322.2K0.2%––History
iShares Tr464288414NATIONAL MUN ETF2,854$307.6K0.2%–––
Vanguard Dividend Appreciation ETF921908844ETF1,360$305.1K0.2%–––
GOOGLAlphabet Inc.Stock904$298.2K0.2%––History
Vanguard Emerging Markets Government Bond ETF921946885ETF4,310$290.9K0.2%–––
iShares Russell 2000 ETF464287655ETF1,119$285.8K0.2%–––
Schwab Emerging Markets Equity ETF808524706ETF8,342$284.8K0.2%–––
AMZNAmazon Com IncStock1,231$273.4K0.2%––History
BRK.BBerkshire Hathaway IncStock527$265.7K0.2%––History
IBMInternational Business Machines CorpStock884$256.0K0.2%––History
Schwab U.S. REIT ETF808524847ETF11,086$240.0K0.1%–––
AVGOBroadcom Inc.Stock752$232.4K0.1%––History
GOOGAlphabet Inc.Stock677$223.7K0.1%––History
DTEDte Energy CoCOM1,622$220.9K0.1%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,314$218.4K0.1%–––
GSGoldman Sachs Group IncStock228$202.7K0.1%––History